No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| INDEPENDENCE BLUE CROSS EIN 23-2184623 NONE | Trustee (bank, trust company, or similar financial institution) Service code 21 | — | $4.3M |
| LOUIS P. MATTUCI & ASSOC. EIN 23-2903453 NONE | Claims processing Service code 12 | — | $328K |
| MERRILL LYNCH EIN 22-3513863 NONE | Float revenue; Other fees; Custodial (securities); Securities brokerage commissions and fees; Other investment fees and expenses; Investment advisory (plan) Service code 19 | — | $230K |
| THOMAS J. LAMB EIN 23-2458715 EMPLOYEE | Plan Administrator; Employee (plan) Service code 14 | — | $191K |
| JOHN GAITTENS EIN 23-2458715 EMPLOYEE | Employee (plan) Service code 30 | — | $160K |
| STEVEN MOSKOW EIN 23-2458715 EMPLOYEE | Employee (plan) Service code 30 | — | $116K |
| CYNTHIA JONES-GAREY EIN 23-2458715 EMPLOYEE | Employee (plan) Service code 30 | — | $107K |
| KRISTIN MASZKIEWICZ EIN 23-2458715 EMPLOYEE | Employee (plan) Service code 30 | — | $94K |
| PRO DATA, INC. EIN 23-2575910 NONE | Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $91K |
| ROBERTA BORTNICK EIN 23-2458715 EMPLOYEE | Employee (plan) Service code 30 | — | $67K |
| KELLEY SWEENEY EIN 23-2458715 EMPLOYEE | Employee (plan) Service code 30 | — | $65K |
| HELEN MILLER EIN 23-2458715 EMPLOYEE | Employee (plan) Service code 30 | — | $65K |
| MEDCO NONE | Claims processing Service code 12 | 100 PARSONS POND DRIVE FRANKLIN LAKES, NJ 07417 | $65K |
| HAVERFORD TRUST CO. NONE | Float revenue; Securities brokerage commissions and fees; Other investment fees and expenses; Investment advisory (plan); Other fees; Custodial (securities) Service code 19 | THREE RADNOR CORPORATE CENTER SUITE 450 RADNOR, PA 19087 | $61K |
| AMBER DIMARINO EIN 23-2458715 EMPLOYEE | Employee (plan) Service code 30 | — | $58K |
| NICOLE WILLIAMS EIN 23-2458715 EMPLOYEE | Employee (plan) Service code 30 | — | $54K |
| MARY NEILD EIN 23-2458715 EMPLOYEE | Employee (plan) Service code 30 | — | $46K |
| PHYLLIS NICHOLS EIN 23-2458715 EMPLOYEE | Employee (plan) Service code 30 | — | $45K |
| ALYSSA FALU EIN 23-2458715 EMPLOYEE | Employee (plan) Service code 30 | — | $39K |
| TRINA MINNICK EIN 23-2458715 EMPLOYEE | Employee (plan) Service code 30 | — | $38K |
| JENNINGS SIGMOND, P.C. EIN 23-2025670 NONE | Legal Service code 29 | — | $33K |
| KIMBERLY BOSTON EIN 23-2458715 EMPLOYEE | Employee (plan) Service code 30 | — | $33K |
| ALICIA ANDUJAR EIN 23-2458715 EMPLOYEE | Employee (plan) Service code 30 | — | $31K |
| JOSEPH HINCHLIFFE EIN 23-2458715 EMPLOYEE | Employee (plan) Service code 30 | — | $31K |
| KAITLYN ROCKS EIN 23-2458715 EMPLOYEE | Employee (plan) Service code 30 | — | $31K |
| FISCHER DORWART, P.C. EIN 23-2247478 NONE | Consulting (general); Accounting (including auditing) Service code 10 | — | $31K |
| CYNTHIA THURSTON EIN 23-2458715 EMPLOYEE | Employee (plan) Service code 30 | — | $23K |
Benefits declared on the Form 5500 main form (✓ = also has a Schedule A insurance contract; otherwise the benefit is funded out of plan assets or via a Schedule C TPA).
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 7,744 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 7,744 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Stop-loss / reinsurancereinsurance | HM LIFE INSURANCE COMPANY | 7,744 | $775K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 7,744 | — |
Why the numbers differ. Form 5500 line 6 counts employees + retirees + beneficiaries; no dependents. Schedule A persons-covered counts everyone enrolled, including spouses and children, so it usually exceeds line 6 by 30-60% on a working-age workforce. The medical row is normally the broadest single line because it has the highest take-up; dental/vision/life often dip below it. Stop-loss / reinsurance contracts sometimes report the carrier's full underwriting pool rather than this filer's headcount; the row is shown for transparency but shouldn't be read as "people in this plan."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.